Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.
Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.
We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.
Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.